The Company & CultureOur client prides themselves on their personalised style, guiding clients through every step of their long-term financial journey. The team is professional with experience across a broad range of financial services, lending, and insurance. It is a committed team environment and they support ongoing training and personal development whilst recognising and rewarding good performance.The RoleIn this role, you will be working in a small team within a larger business to provide professional administrative support in managing client affairs in an accurate and timely manner. Your primary responsibilities will include: - Processing of day-to-day administrative tasks
- Scheduling and following up on client appointments
- Updating client information into Xplan (CRM)
- Hands-on role assisting the team with the implementation of advice
About YouYou use your initiative to create successful client outcomes and understand how your role assists in building long-term Client Relationships. The successful person will have: - Excellent communication and interpersonal skills
- Strong team ethic and motivated to succeed
- Strong understanding of the financial planning process
- Have the ability to work unsupervised or as part of a team
- Must have experience with XPLAN
This could suit a career CRM/CSO or someone who is looking to progress to advice. The Senior Advisers in the business are open to mentoring quality candidates through their Professional Year.Benefits
- Work within a large professional office space
- Education supported financially
- Work from home and in the CBD or Bayside office
- Strong salary package reviewed annually
- Career advancement is encouraged
What Next?
Please click on APPLY NOW. Alternatively, if you prefer to discuss this role in confidence before making an informed decision or have any questions, please contact Ben on 0400302***.
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